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  Name: Schear Investment Advisers LLC
  City: Cincinnati
  State: OH
  Zip: 45242
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $173,607,000
  Total Value Change : $-14,238,000
  Securities Held Change : 1
   
All Securities Held : 89
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 48
  Unchanged Positions : 7
  Decreased Positions : 31

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Holdings Found : 31     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $575.22 $9,804,000 19,078 5.65% -4,162,000 -6,842 0.002    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 4 - $213.55 $6,975,000 31,399 4.02% -1,207,000 -1,273 0    Personal Computers
   (LLY)1 Year Chart         LLY Eli Lilly & Co 5 - $780.67 $6,043,000 7,317 3.48% -546,000 -1,218 0.001    Drug Manufacturers - ...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 10 - $556.22 $4,910,000 10,471 2.83% -5,952,000 -10,776 0.002    Closed - End Fund - Debt
   (V)1 Year Chart         V Visa Inc 13 - $358.86 $3,354,000 9,571 1.93% 321,000 -25 0.001    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 19 - $308.55 $2,464,000 4,705 1.42% -72,000 -308 0    Health Care Plans
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 26 - $283.80 $1,932,000 6,398 1.11% -3,000 -604 0.001    Property & Casualty I...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 38 - $379.31 $1,632,000 4,255 0.94% -262,000 -5 0.001    Application Software
   (UNP)1 Year Chart         UNP Union Pacific Corp 39 - $236.28 $1,585,000 6,709 0.91% -33,000 -388 0.001    Railroads
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 45 - $557.89 $1,305,000 2,730 0.75% -197,000 -178 0.003    General Building Mate...
   (HON)1 Year Chart         HON Honeywell International Inc 48 - $240.40 $1,269,000 5,992 0.73% -260,000 -776 0.001    Conglomerates
   (DE)1 Year Chart         DE Deere & Co 55 - $520.97 $1,081,000 2,304 0.62% 85,000 -47 0.001    Farm & Construction M...
   (URI)1 Year Chart         URI United Rentals Inc 56 - $792.50 $1,057,000 1,687 0.61% -172,000 -58 0.002    Rental & Leasing Serv...
   (BAC)1 Year Chart         BAC Bank of America Corp 57 - $48.93 $973,000 23,311 0.56% -68,000 -372 0    Domestic Money Center...
   (PG)1 Year Chart         PG Procter & Gamble Co 59 - $160.83 $848,000 4,978 0.49% 4,000 -58 0    Cleaning Products
   (BLK)1 Year Chart         BLK BlackRock Inc A 60 - $1,082.15 $838,000 885 0.48% -76,000 -7 0.001    Investment Brokerage ...
   (MCD)1 Year Chart         MCD McDonalds Corp 64 - $294.08 $773,000 2,474 0.45% 54,000 -7 0    Restaurants
   (MRK)1 Year Chart         MRK Merck & Co Inc 65 - $80.93 $720,000 8,023 0.41% -103,000 -246 0    Drug Manufacturers - ...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 67 - $156.01 $669,000 4,032 0.39% 84,000 -13 0    Drug Manufacturers - ...
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 69 - $140.90 $658,000 4,117 0.38% -508,000 -3,001 0.002    Independent Oil & Gas
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 71 - $462.52 $512,000 1,146 0.29% -45,000 -1 0    Aerospace/Defense - M...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 73 - $429.33 $455,000 915 0.26% -66,000 -86 0    Medical Laboratories ...
   (KO)1 Year Chart         KO Coca-Cola Co 74 - $71.35 $437,000 6,098 0.25% -68,000 -2,010 0    Beverage Soft Drinks...
   (STZ)1 Year Chart         STZ Constellation Brands Inc 76 - $172.32 $399,000 2,175 0.23% -426,000 -1,557 0.001    Beverage - Wineries &...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 77 - $625.34 $374,000 668 0.22% -61,000 -75 0    Closed - End Fund - E...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 81 - $176.05 $279,000 1,916 0.16% -71,000 -595 0    Oil & Gas Refining, P...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 82 - $189.28 $272,000 1,296 0.16% 39,000 -15 0    Drug Manufacturers - ...
   (PEP)1 Year Chart         PEP Pepsico Inc 83 - $135.38 $231,000 1,541 0.13% -390,000 -2,541 0    Beverage Soft Drinks...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 85 - $69.17 $211,000 3,044 0.12% -157,000 -1,230 0    Drug Manufacturers - ...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 88 - $68.99 $204,000 3,005 0.12% -162,000 -3,127 0    Food - Major Diversified
   (PSX)1 Year Chart         PSX Phillips 66 89 - $127.29 $203,000 1,645 0.12% -523,000 -4,723 0    Oil & Gas Refining, P...

      31 Records Found
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